Year-End Review and Planning
Course ID: 261214 0101 1220Proj
Course Dates : 14/12/2026 Course Duration : 5 Studying Day/s Course Location: London, United Kingdom
Language: Bilingual
Course Category: Professional and CPD Training Programs
Course Subcategories:
Business Decision Making Corporate Strategy Performance Management Professional Practice & Standards Strategic Management
Course Certified By: Projacs Academy & LondonUni - Executive Management Training
* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate
Certification Will Be Issued:
From London, United Kingdom
Course Fees:
VAT varies by course location and participant nationality.
Pay in Full Now
Introduction
Year-end review and planning help organisations and individuals evaluate achievements, identify improvement areas and prepare effectively for future objectives. A structured review process supports better decision-making, accountability and continuous improvement.
This programme provides participants with practical methods for conducting effective year-end reviews and developing forward-looking plans. Participants will learn how to assess performance, analyse results, identify lessons learned, set priorities and create actionable plans for the upcoming period.
Objectives
1. Apply structured methods for reviewing performance and achievements.
2. Analyse results, challenges and lessons learned to identify improvement opportunities.
3. Develop clear objectives and priorities for the next planning period.
4. Create practical action plans with milestones and accountability measures.
5. Establish review and planning practices that support continuous improvement.
2. Analyse results, challenges and lessons learned to identify improvement opportunities.
3. Develop clear objectives and priorities for the next planning period.
4. Create practical action plans with milestones and accountability measures.
5. Establish review and planning practices that support continuous improvement.
Who Should Attend
1. Managers and Team Leaders.
2. Project Managers.
3. Business Unit Leaders.
4. HR and Performance Management Professionals.
5. Professionals responsible for planning and performance improvement.
Training Method
• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
Program Support
This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.
Course Agenda
Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection
Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.
Week 1
Day 1
Year-End Review Fundamentals
- Understanding the purpose of year-end reviews
- Linking reviews with performance improvement
- Identifying key areas for evaluation
Performance Assessment
- Reviewing objectives and achievements
- Analysing performance results
- Identifying strengths and improvement areas
Review Preparation
- Gathering relevant information and data
- Preparing review frameworks
- Supporting objective evaluation
Day 2
Results Analysis
- Analysing completed activities and outcomes
- Identifying successes and challenges
- Understanding factors affecting performance
Lessons Learned
- Capturing key insights from previous activities
- Identifying improvement opportunities
- Applying lessons to future planning
Feedback and Reflection
- Conducting constructive review discussions
- Encouraging self-reflection
- Supporting continuous development
Day 3
Future Planning Fundamentals
- Understanding the planning process
- Connecting future goals with organisational priorities
- Establishing clear direction
Goal Setting
- Defining effective objectives
- Creating measurable targets
- Aligning goals with expected outcomes
Priority Development
- Identifying critical priorities
- Balancing competing objectives
- Supporting focused execution
Day 4
Action Planning
- Developing practical implementation plans
- Defining milestones and responsibilities
- Establishing accountability
Resource Planning
- Identifying required resources
- Aligning resources with priorities
- Supporting effective execution
Monitoring and Follow-Up
- Establishing progress tracking methods
- Reviewing performance indicators
- Adjusting plans when required
Day 5
Year-End Review Application
- Applying review and planning methods to workplace scenarios
- Developing practical review approaches
- Improving planning capability
Continuous Improvement Planning
- Creating improvement actions
- Supporting future performance development
- Establishing sustainable review practices
Review and Action Planning
- Reviewing year-end review and planning tools and frameworks
- Preparing a personal implementation or development plan
- Course review, feedback and implementation planning
